Work templates
A template fills in the objective, what done means and who owns it. Agent has ten built-in templates for common office work.
Built-in templatesLink to Built-in templates
Research brief, Competitive scan, Weekly status report, Meeting prep, Email or message draft, Decision memo, Project plan, SOP or runbook draft, Customer support reply draft, and Data summary.
Use a templateLink to Use a template
Open New work and pick a template. Check the title, objective, owner, priority, the expected work, the deliverable, and the acceptance checks. Select Create work.
Custom templatesLink to Custom templates
A custom template is used only after a person reviews it. An owner or admin approves, rejects, retires or rolls back template revisions on Settings. When an admin turns every template off, New work shows "No templates".
Checked against the product on 2026-10-05.
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- The boardThe Board shows every work item by state, owner and priority. Filter it, save views and change many items at once.
- First-value trackingAgent follows the first piece of work you create, so setup can show whether it ran and how it ended.